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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

ROCK holding history

Gibraltar Industries, Inc. in every 13F filed by True Wealth Design, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ROCK overviewAll 13F holders of ROCKFull Q2 2026 holdings

Shares (Q2 2026)
98
Value
$4.42K
% of portfolio
<0.1%
Quarters held
4
Since Q1 2025
Holdings of ROCK by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202698$4.42K<0.1%+98NewHolders
Q4 20250$00.0%−103−100.0%Sold outHolders
Q3 2025103$6.47K<0.1%00.0%UnchangedHolders
Q2 2025103$6.08K<0.1%−74−41.8%ReducedHolders
Q1 2025177$10.4K<0.1%+177NewHolders